Tables is presented in a familiar spreadsheet view, allowing you to easily browse and edit your data. In this article, you'll learn about the views and tools you can use to quickly access the information that's relevant to you.
Overview
Tables groups your people data into the following default Tables:
People - comprising 3 views
Active employees
New hires
Offboarded employees
Time away - comprising 2 views
Time away adjustments
Time away entries
Equipment - Showing all Equipment entries for active and offboarded employees
Compensations - Showing all Compensation entries for active and offboarded employees
Job roles - Showing all Role entries for active and offboarded employees
When creating a new Table or View, you can also choose from the following additional datasets:
Headcount planning - A planning view that combines people, job role, compensation, and working pattern data for workforce planning. Includes columns for FTE, working schedule, teams, and more.
Compensation review - A specialised view for managing compensation cycles. Includes analytical columns such as salary progression, salary raise, tenure, and time since last salary update.
You can create an unlimited number of Tables and Views. You can switch between these Tables in the left-hand side of the Tables dashboard.
Searching Tables
You can find people, roles, functions and any relevant data set with Search. Results will show up highlighted in green.
Selecting Columns
With Columns, you can add and remove relevant data columns from your view. You can enable or disable either individual columns by clicking the checkbox, or whole sections by clicking on the section title (Employment, Offboarding etc...).
You can also reorder columns by dragging and dropping them within the column picker, and resize column widths by dragging the column header borders. Your column preferences (visibility, order, and width) are saved automatically per view for each user.
Sorting
With Sort, you can organise the table by any available column (e.g. A-Z, Oldest to Newest, Smallest to Largest).
You can apply multiple sort criteria to organise your data by more than one column at a time. For example, sort by Department first, then by Start date within each department.
Filtering
With Filter, you can pinpoint data from all columns by choosing the values you wish to see within that column.
Depending on the column type, different filter operators are available:
Text columns: equals, not equals, contains, does not contain, exists (has a value), does not exist (is empty)
Number columns: equals, not equals, greater than, less than, greater than or equal, less than or equal, exists, does not exist
Date columns: equals, before, after, date range, exists, does not exist
Select/dropdown columns: is any of, is none of, exists, does not exist
You can combine multiple filters to narrow down your data. All the selected filters and sorting parameters you have chosen display in the top left-hand corner of the Tables dashboard. You can edit or remove individual filters by clicking on them, or remove them all by clicking Clear filters.
Tip: Your filter, sort, and column settings are saved per user per view. When viewing a shared Table, each collaborator's preferences are independent — changes you make only affect your own view.